I'm not getting the impression their tech is going anywhere fast in terms of being adopted and actually generating revenue for them. I would say it will be a minimum 2 or 3 years if it happens at all. To me that means dilution for at least another year or so because their best of breed (if they make good on their deals in progress and expand to more projects) is not going to bring in revenues that match their expenditures for at least two or three years. Not trying to be a downer but the risk of dillution just does not make sense for me to buy in and hold right now. Id rather sit on the side line.
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